See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,716 | $80,968-9.0% | $96,544-23.6% | $75,163-1.9% |
| Participation rate | 97.8% | 71.8%+26.1pp | 76.0%+21.9pp | 67.2%+30.6pp |
| Annual return | 14.96% | 27.06%-12.1pp | 25.84%-10.9pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,694 | $2,282-25.8% | $2,965-42.9% | $2,670-36.5% |
| Participant deferral / active EE | $3,630 | $3,928-7.6% | $4,851-25.2% | $4,125-12.0% |
| Admin fee / account holder | $10,081 | $6,724+49.9% | $8,252+22.2% | $5,651+78.4% |